AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$10.2M
3
+$5.72M
4
ET icon
Energy Transfer Partners
ET
+$4.11M
5
AAPL icon
Apple
AAPL
+$3.4M

Top Sells

1
+$15.4M
2
+$9.9M
3
+$4.01M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.45M

Sector Composition

1 Technology 14.75%
2 Financials 7.83%
3 Healthcare 7.62%
4 Consumer Discretionary 6.69%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.25M 0.6%
15,340
+278
27
$7.2M 0.59%
164,593
+248
28
$7.11M 0.59%
55,857
-77,795
29
$7.1M 0.58%
316,950
+46,156
30
$6.7M 0.55%
64,130
+3,326
31
$6.46M 0.53%
150,344
-19,197
32
$6.33M 0.52%
142,670
+16,890
33
$6.2M 0.51%
260,345
+2,233
34
$6.01M 0.49%
33,808
+1,944
35
$5.98M 0.49%
577,220
+3,446
36
$5.96M 0.49%
65,103
+62,409
37
$5.82M 0.48%
120,880
-5,786
38
$5.65M 0.47%
71,198
-1,027
39
$5.57M 0.46%
41,519
+1,670
40
$5.53M 0.46%
501,000
+372,321
41
$5.4M 0.45%
36,184
+3,085
42
$5.38M 0.44%
62,499
+2,585
43
$5.33M 0.44%
48,489
+21,990
44
$5.33M 0.44%
205,457
+24,272
45
$5.25M 0.43%
73,887
+3,619
46
$5.24M 0.43%
32,107
+1,864
47
$5.08M 0.42%
40,227
+4,569
48
$5.01M 0.41%
21,708
+250
49
$4.87M 0.4%
111,135
+4,505
50
$4.69M 0.39%
332,409
-13,428
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